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Opportunity Manager
on Salesforce.com
#1 for B2B Complex Sales
1
Sales Managers Daily Challenges
 Opportunity Qualification issues
 Forecast accuracy
 Slipping deals
 Deal value implosion by end of sales cycle
 Torturing lengthy forecast calls
 Lack of visibility in SF
 Inaccurate data in Salesforce
 No aggregated qualification
 No insights into activity
 Sales support resources maxed out
 Technical, legal finance etc…
 Less adoption rate: Sales methodology & CRM
 New sales people – high training efforts
2
Close more deals
Resource
Mgmt
Qualification
Visibility
The Solution for Complex B2B Sales
3
#1 Visual Opportunity Management
 Sales Methodology
 Sales Qualification
 Deal Sheet
 Playbook
 Close Plan
#1 CRM
 Contact Management
 Reporting
 Integration
iSEEit Opportunity Management embedded
on SF.com
4
Native Salesforce App
 Salesforce Security
 Native Salesforce Data
 Embedded to native UI
 New look and feel
 Additional functionality based on custom
objects
5
Built in Checklists
6
Digitize your Opportunity Management
 Visualize your Sales Process
 100% configurable Sales Process
 Define Qualification items and milestones
 Build Checklists
 Get notification on “must haves”
 Collaborate with Sales Team
 Share information
7
Qualifiers in Salesforce Forecast
8
Visibility for Sales Managers
 Aggregated view of qualifiers
 Traffic light warning system
 Included in all reports and forecast views
 Report on items such as
 Activity
 Forecast Accuracy
 Pending Events such as EB meetings, POCs..
 Warning on Gates
 Reference Clients
9
Tutorial
10
Built-In Tutorial
 Coach your sales people in the field
 Rate content and feedback to provider
 Qualification Questions to ask client
 „out of the box“ MEDDIC tutorial
 100% customizable
11
Close Plan
12
Manage Activities on Opportunity Level
 Easy track To-Do’s and Meetings
 Delegate Tasks
 Plan Activities around Milestones
 Attach Files and Information
 Share with Account Team and Management
13
Sample Dashboard
14
Leading Indicators Reports
 Meetings per week /User /Account
 New Business Meetings / Quarter
 Visible Opportunities ( over 250k) in Quarter
 Number of POC (planned, scheduled, Done)
 Forecast deals - Commit, Best Case
 Reference Clients
 Lost report
15
WEB: now.iseeit.com
email: now@iseeit.com
phone: +1 408 757 0850
16
Opportunity
Manager

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Big Data Bellevue Meetup | Enhancing Python Data Loading in the Cloud for AI/ML
 

iSEEit Opportunity Manager on salesforce.com

  • 2. Sales Managers Daily Challenges  Opportunity Qualification issues  Forecast accuracy  Slipping deals  Deal value implosion by end of sales cycle  Torturing lengthy forecast calls  Lack of visibility in SF  Inaccurate data in Salesforce  No aggregated qualification  No insights into activity  Sales support resources maxed out  Technical, legal finance etc…  Less adoption rate: Sales methodology & CRM  New sales people – high training efforts 2 Close more deals Resource Mgmt Qualification Visibility
  • 3. The Solution for Complex B2B Sales 3 #1 Visual Opportunity Management  Sales Methodology  Sales Qualification  Deal Sheet  Playbook  Close Plan #1 CRM  Contact Management  Reporting  Integration
  • 4. iSEEit Opportunity Management embedded on SF.com 4
  • 5. Native Salesforce App  Salesforce Security  Native Salesforce Data  Embedded to native UI  New look and feel  Additional functionality based on custom objects 5
  • 7. Digitize your Opportunity Management  Visualize your Sales Process  100% configurable Sales Process  Define Qualification items and milestones  Build Checklists  Get notification on “must haves”  Collaborate with Sales Team  Share information 7
  • 9. Visibility for Sales Managers  Aggregated view of qualifiers  Traffic light warning system  Included in all reports and forecast views  Report on items such as  Activity  Forecast Accuracy  Pending Events such as EB meetings, POCs..  Warning on Gates  Reference Clients 9
  • 11. Built-In Tutorial  Coach your sales people in the field  Rate content and feedback to provider  Qualification Questions to ask client  „out of the box“ MEDDIC tutorial  100% customizable 11
  • 13. Manage Activities on Opportunity Level  Easy track To-Do’s and Meetings  Delegate Tasks  Plan Activities around Milestones  Attach Files and Information  Share with Account Team and Management 13
  • 15. Leading Indicators Reports  Meetings per week /User /Account  New Business Meetings / Quarter  Visible Opportunities ( over 250k) in Quarter  Number of POC (planned, scheduled, Done)  Forecast deals - Commit, Best Case  Reference Clients  Lost report 15
  • 16. WEB: now.iseeit.com email: now@iseeit.com phone: +1 408 757 0850 16 Opportunity Manager